| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PEZ | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −1.0% | +2.3% | −8.3% | +5.0% | −1.6% | +4.0% | −1.4% | — | — | — | — | — | −1.7% | +7.5% | −9.2pp |
| 2025 | +6.6% | −7.1% | −12.1% | +0.6% | +8.1% | +6.5% | −0.1% | +1.3% | −0.1% | −2.0% | +0.3% | +5.1% | +5.4% | +17.7% | −12.3pp |
| 2024 | −0.8% | +11.7% | +6.0% | −6.7% | +7.5% | −0.9% | +2.9% | +1.2% | +4.3% | −1.5% | +9.0% | −11.7% | +20.1% | +24.9% | −4.8pp |
| 2023 | +8.2% | −0.7% | +0.3% | +0.3% | −7.3% | +8.5% | +5.8% | −4.0% | −7.7% | −6.6% | +18.3% | +15.0% | +29.6% | +26.2% | +3.4pp |
| 2022 | −13.1% | −2.4% | −3.4% | −5.8% | −3.4% | −10.9% | +7.4% | +0.5% | −9.0% | +9.9% | +4.6% | −6.3% | −29.6% | −18.2% | −11.4pp |
| 2021 | +9.1% | +8.1% | −1.6% | +1.5% | +0.2% | +4.0% | −4.4% | +2.3% | −4.2% | +6.8% | +1.9% | −3.8% | +20.4% | +28.7% | −8.4pp |
| 2020 | −1.3% | −10.9% | −25.8% | +16.5% | +5.8% | +5.4% | +23.0% | +12.4% | −1.0% | −7.1% | +23.0% | +4.8% | +39.0% | +18.3% | +20.6pp |
| 2019 | +8.9% | +7.9% | −0.1% | +3.6% | −7.7% | +6.0% | +0.9% | −3.4% | −2.7% | +1.6% | +2.0% | +0.8% | +18.1% | +31.2% | −13.2pp |
| 2018 | +3.4% | −2.6% | −3.1% | +2.9% | +5.5% | +2.9% | +0.3% | +9.2% | +0.2% | −13.2% | +1.8% | −11.9% | −6.8% | −4.6% | −2.3pp |
| 2017 | +0.3% | +2.5% | +0.4% | +2.2% | +1.3% | −0.3% | +2.8% | −2.0% | +4.1% | +4.1% | +1.9% | +1.2% | +19.9% | +21.7% | −1.8pp |
A month’s return is its month-end close over the prior month-end’s, so a year’s figure is exactly the product of its twelve monthly cells — no separate annualisation, no resampling. A blank cell means no return exists for that month (the series had not started, or it is the very first month-end, which has nothing to be measured against). Blank is never zero.
Basis. PEZ is on the total return (splits + dividends) basis, SPY on the total return (splits + dividends) basis. Both columns are on the same basis, so the Δ column is a like-for-like difference.
Partial years. A year marked “ytd” or “part” does not cover the full calendar year: either the stored history starts inside it (the figure is measured from the first month-end present) or the data stops before December (the figure runs through the last stored close). The row’s own tooltip names the exact boundary. It is never dressed up as a calendar-year return.
End of day. These are stored end-of-day closes, and the window is anchored on the LAST stored bar rather than today’s date — so the newest row ends where the data ends. Nothing here is intraday.
